Accounting Dashboard

This guide provides step-by-step instructions on how to access and navigate the accounting dashboard view. It is useful for individuals who want to efficiently track and manage their financial data.

Step 1: Navigate to the Accounting Homepage

Step 1

Step 2: Click "Dashboard"

Step 2

Step 3: The Dashboard will show the Incoming and Outgoing Bills

Step 3

Step 4: You can see an overview of the Profit & Loss

Step 4

Step 5: Analytics can be across multiple time periods

Step 5

Step 6: You can review the Ageing of both Receivables and Payables

You can review the Ageing of both Receivables and Payables. If required you can also track performance against Budget

Step 6